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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,994 | $46,877+8.8% | $122,354-58.3% | $70,124-27.3% |
| Participation rate | 59.0% | 58.2%+0.8pp | 71.6%-12.7pp | 69.5%-10.6pp |
| Annual return | 11.94% | 24.22%-12.3pp | 30.28%-18.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,299 | $1,288+78.5% | $4,051-43.2% | $2,342-1.8% |
| Participant deferral / active EE | $2,655 | $2,167+22.5% | $3,287-19.2% | $3,332-20.3% |
| Admin fee / account holder | $2,947 | $3,324-11.3% | $5,479-46.2% | $4,645-36.6% |